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Total Portfolio - New Portfolio
SWest
Total PortfolioIndividual Investor
Ranked #14,141 out of 827,325 TipRanks' Investors
Success Rate
313 out of 392
profitable transactions
profitable transactions
Average Return
57.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.13%
6-Month Return▲ 84.56%
12-Month Return▲ 63.38%
YTD Return▲ 71.68%
Total Return▲ 132.36%
Best Trade
Bio
For individual stocks, the goal is mostly value investing however I reserve the right to spice it up from time to time.
Performance
37.37%0-37.37%
▲ 0.80%
▼ 0.87%
▲ 10.24%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 37.37%
May 2025
▲ 9.25%
▲ 5.14%
▲ 13.69%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.74%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 8.32%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.68%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.30%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 2.63%
Nov 2025
▲ 0.80%▼ 0.87%▲ 10.24%
▲ 11.63%▲ 6.28%▲ 37.37%
▲ 9.25%▲ 5.14%▲ 13.69%
▲ 7.60%▲ 2.30%▲ 1.74%
▲ 2.76%▲ 2.05%▲ 8.32%
▲ 12.88%▲ 3.56%▲ 7.68%
▲ 10.96%▲ 2.38%▼ 0.30%
▼ 4.30%▼ 1.63%▼ 2.63%
Recent Activity
NV5 Holdings
―
▲ 67.22%
20
Close
Aug 01, 2025
Acuren Corporation
1.97%
▲ 0.73%
1
Open
Aug 01, 2025
Retirement I 2040 Fund - I Class
24.44%
▲ 6.40%
35
Buy
Apr 25, 2022
Vanguard High Dividend Yield Index Fund Admiral Shares
18.47%
▲ 79.46%
60
Buy
Mar 30, 2022
Vanguard FTSE Developed Markets ETF
2.41%
▲ 68.22%
33
Buy
Mar 30, 2022
23andMe Holding
0.05%
▼ 97.46%
22
Buy
Mar 07, 2022
Vanguard U.S. Growth Fund
17.63%
▲ 125.19%
44
Buy
Jan 04, 2022
Vanguard Target Retirement 2040 Fund
4.72%
▲ 81.68%
25
Buy
Jan 04, 2022
Vanguard International Growth Fund
7.64%
▲ 52.26%
45
Buy
Jan 04, 2022
Jumia Technologies AG
1.7%
▲ 80.56%
14
Buy
Dec 20, 2021
Sea
1.74%
▼ 25.09%
8
Buy
Nov 16, 2021
Trilogy Metals
0.5%
▲ 117.11%
1
Open
Aug 20, 2021
Alibaba
2.97%
▲ 7.59%
11
Buy
Aug 18, 2021
Vanguard Total Stock Market ETF
5.6%
▲ 118.28%
25
Buy
Aug 18, 2021
Vanguard Health Care ETF
2.19%
▲ 56.58%
15
Buy
Jul 16, 2021
Carnival
―
▲ 137.48%
8
Close
Jun 02, 2021
Berkshire Hathaway B
―
▲ 12.71%
6
Close
Dec 28, 2020
Apple
5.04%
▲ 283.22%
4
Buy
Oct 21, 2020
Tencent Holdings
―
▲ 19.55%
5
Close
Apr 14, 2020
Ibio
―
▼ 22.45%
2
Close
Mar 09, 2020